Help us improve

1 Vote

Projects across the whole platform, please...

Every part of the system needs to have projects, from Iris Insight to the whole of Kashflow and SNAP. Kashflow is a great product for helping clients go from poor record keeping to good quality record keeping and once on board they can soon advanc...

Created 22 Nov 14:12 by Guest

IRIS KashFlow / Projects

0
1 Vote

Send estimate to customer and when convert to invoice it sends to their accounts dept, different email address

Some customers would like the estimate to go to one email address and when it converts to invoice they would like it to go to their accounts dept emails. So having the options for emails to go wherever you need them to go rather having to manually...

Created 20 Nov 16:41 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

To see repeat purchaes ie DD & SO on a weekly/monthly basis

It would be useful to see regular repeat outgoings (D/D's or S/O's) when entering the month end date, at the moment you can only see them if entered manually.

Created 20 Nov 15:18 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
1 Vote

Adding Fields to Customer Profiles

I would like there to be a feature whereby you can add a field on the customer profile so when you export the customer data you can search by different fields such as source/industry.

Created 20 Nov 11:12 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Non-printed fields in quotes / invoices.

It would be really helpful if there was an unprinted field for each line of a quote invoice. We build a quote from many different products from many different suppliers but don't let the customer see that detail. As an example a line item might sa...

Created 19 Nov 11:25 by Dan Roberts

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Create a customer status button to allow a customer to be labeled as a 'lead' rather than a customer when we haven't had any transactions with them

At present Kashflow only allows customer status to be either active (Kashflow default, no choice in this) or archived (which in Kashflow has limited effect / doesn't work very well) - in the real world we have different interactions with our 'cust...

Created 18 Nov 07:31 by Rob Smith

IRIS KashFlow / Customers

2 Acknowledged
1 Vote

Credit card transactions not able to show up on project totals even though they are assigned to projects

please can you allow for transactions to be added to projects. At the moment once you assign transaction to project, it is not included in project total which is bizarre. This has happened to my mbna credit card csv uploads in which I have to run ...

Created 17 Nov 16:38 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Statements are duplicating entries in turn confusing us and customers

We have a couple of customers called us to explain their statement to them. When I looked into it I could see the confusion, as the statement seems to list payments and credits more than once. If you go through it and add then subtract each line i...

Created 17 Nov 14:32 by lisa bartup

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Save emails sent via KF fprf later referencing back

At the moment we send invoices, or statements etc but there is no record other than a line in the notes saying "email sent". When customers come back and say you didn't send that or similar, we can reference back to tell them exactly what was said...

Created 17 Nov 14:25 by lisa bartup

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Use month only drop downs in reports rather than calanders when the report only gives whole month responses

maybe Kashflow should use drop down lists with only months on it rather than a calander to prevent confusion when creating certain reports (or am I barking up the wrong lamppost)

Created 17 Nov 10:07 by Rob Smith

IRIS KashFlow / Reports

0 Acknowledged